My typical client
Typically I work with individuals and families who need guidance, advice and support navigating the complexities of financial planning for retirement. I aim to serve clients who have saved between $250,000 and $5,000,000 towards retirement.
I also offer a 401(k) rollover service to Greater Boston Area mid-career job changers. For this service I aim to serve clients rolling over a minimum of $100,000 in old 401(k) rollovers and IRA’s. Read more details on this service.
Additionally, I run a niche practice where I address the personal financial planning needs of Certified Public Accountants and their families. Read more details on this service.
When clients come to me
Clients often seek out my expertise when retirement is in sight. Usually, this is 5 to 10 years before or shortly after they have retired. Alternatively, some of my new relationships begin when I consolidate and manage a client’s old 401(k) rollovers.
What to expect from me
A series of in-depth and ongoing conversations from the onset of our relationship so that I thoroughly understand your needs, goals, dreams, resources, family and concerns. A thoughtful, written and complete financial plan to guide our decision-making moving forward. An annual in-person review meeting to update and review your financial plan. A semi-annual review in-person or via phone to update you on your progress towards your goals. Learn more about my process.
Why work with me
As a former accountant, current CERTIFIED FINANCIAL PLANNER, student and writer on various financial planning topics, I bring a rare and powerful combination of skills and abilities to the clients I serve. From our first meeting you will soon notice my attention to detail, curiosity about your unique situation, and above all else, how much I care about seeing you accomplish your goals. View a sampling of my articles and columns.
What I believe
I believe in building low-cost, efficient portfolios for my clients. That investment advice given in the absence of a complete financial plan does not serve the clients’ needs. That a financial plan is not a one-time event but a constant and on-going process. That understanding and “getting” my clients is possibly the most important thing I can do.
If this description sounds like you and what you’re looking for from your financial advisor then I encourage you to contact me using the link at the top of this page. I offer initial complimentary meetings so that we can both decide if we want to work together. I look forward to hearing from you!
- Retirement Planning
- 401(k) Rollovers
- Financial Planning
- Asset Management
- Estate Planning
- Alternative Investments
- Wealth Management
- Municipal Bonds
- Long Term Care Insurance
- 529 Plans
State University of New York
- BS, Finance
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law
- Insurance - Life, Accident, Health
- Present: Morgan Stanley*
Second Vice President
Financial Planning Specialist
- 2006: The Ayco Company
Manager - Business Management
Saratoga Springs, NY
- 1999: The Travelers
Glens Falls, NY
As CERTIFIED FINANCIAL PLANNER practitioners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.
Securities Agent: CA, CO, CT, FL, GA, KS, MA, NC, NH, NJ, NY, RI, VA, WA, WI; General Securities Representative; Investment Advisor Representative;